See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 3-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,878 | $80,717+41.1% | $154,803-26.4% | $84,808+34.3% |
| Participation rate | 75.9% | 66.8%+9.1pp | 78.1%-2.2pp | 68.3%+7.6pp |
| Annual return | 19.05% | 37.96%-18.9pp | 58.88%-39.8pp | 40.90%-21.8pp |
| Employer contribution / active EE | $1,534 | $2,761-44.4% | $4,305-64.4% | $2,631-41.7% |
| Participant deferral / active EE | $6,320 | $3,303+91.3% | $5,540+14.1% | $4,212+50.1% |
| Admin fee / account holder | $13,334 | $6,746+97.7% | $14,329-6.9% | $7,344+81.6% |